Defined Financial Planning LLC Wisdomtree Tree Mortgage Plus Transaction History

Defined Financial Planning LLC

  • $98.7 Billion
  • Q1 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Defined Financial Planning LLC holds 65,926 shares of MTGP stock, worth $2.9 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
65,926
Previous 62,735 5.09%
Holding current value
$2.9 Million
Previous $2.71 Billion 6.98%
% of portfolio
2.94%
Previous 2.89%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$42.64 - $44.05 $136,064 - $140,563
3,191 Added 5.09%
65,926 $2.9 Billion
Q4 2024

Feb 13, 2025
BUY
$43.02 - $45.21 $2.7 Million - $2.84 Million
62,735 New
62,735 $2.71 Billion

Others Institutions Holding MTGP

# of Institutions
37
Shares Held
1.38M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TREE MORTGAGE PLUS

MTGP Quotes by TradingView
  • Ticker MTGP
  • Sector ETFs
  • Industry ETFs
More about MTGP
Track This Portfolio

Track Defined Financial Planning LLC Portfolio

Follow Defined Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Defined Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email